Ruane Cunniff (Sequoia Fund)
Famous investors & activistsFiles as Ruane, Cunniff & Goldfarb L.P. (Sequoia Fund) (SEC CIK 1720792). Portfolio from its latest quarterly 13F-HR filing.
- $6.41B
- Tracked value
- 49
- Positions
- Q2 2026
- Portfolio as of
- Aug 13, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | GOOGLAlphabet Inc. | 11.1% | ▼ 5.8% | 1,994,274 | $712.69M |
| 2 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 8.7% | ▼ 3.0% | 1,172,725 | $560.06M |
| 3 | FWONKLiberty Media Corp | 7.7% | ▼ 2.5% | 5,223,453 | $496.96M |
| 4 | SCHWSCHWAB CHARLES CORP | 6.6% | ▼ 3.0% | 4,571,355 | $421.8M |
| 5 | COFCAPITAL ONE FINANCIAL CORP | 6.1% | ▼ 3.1% | 1,956,084 | $392.43M |
| 6 | ELVElevance Health, Inc. | 5.9% | ▼ 29.4% | 979,598 | $378.84M |
| 7 | ICLRICON PLC | 5.5% | ▲ 25.3% | 2,048,087 | $355.77M |
| 8 | GOOGAlphabet Inc. | 5.1% | ▼ 2.7% | 924,866 | $326.78M |
| 9 | SUNBSunbelt Rentals Holdings, Inc. | 5.0% | ▼ 22.4% | 4,261,163 | $318.78M |
| 10 | ICEIntercontinental Exchange, Inc. | 4.9% | ▼ 3.0% | 2,560,747 | $315.25M |
| 11 | MSAMSA Safety Inc | 4.7% | ▼ 3.1% | 1,721,415 | $300.52M |
| 12 | UNHUNITEDHEALTH GROUP INC | 4.6% | ▼ 3.1% | 705,554 | $293.25M |
| 13 | TECHBIO-TECHNE Corp | 3.7% | ▼ 1.3% | 3,348,841 | $236.6M |
| 14 | ROPROPER TECHNOLOGIES INC | 3.6% | NEW | 674,902 | $228.38M |
| 15 | ALGNALIGN TECHNOLOGY INC | 3.1% | ▼ 2.9% | 1,171,455 | $197.58M |
| 16 | SAPSAP SE | 3.0% | ▲ 64.9% | 1,236,546 | $190.56M |
| 17 | ZTSZoetis Inc. | 2.6% | ▼ 3.0% | 2,353,300 | $169.11M |
| 18 | BRK-BBERKSHIRE HATHAWAY INC | 2.3% | ▼ 3.1% | 300,672 | $150.45M |
| 19 | ACNAccenture plc | 1.7% | ▼ 2.8% | 901,848 | $112.23M |
| 20 | METAMeta Platforms, Inc. | 1.4% | ▼ 23.3% | 154,291 | $86.91M |
| 21 | BRK-ABERKSHIRE HATHAWAY INC | 1.2% | ▼ 6.4% | 103 | $77.13M |
| 22 | FWONALiberty Media Corp | 0.9% | ▼ 3.9% | 695,720 | $60.9M |
| 23 | AMTMAmentum Holdings, Inc. | 0.2% | ▼ 66.9% | 537,213 | $11.1M |
| 24 | CACCCREDIT ACCEPTANCE CORP | 0.1% | ▼ 96.4% | 5,279 | $3.36M |
| 25 | MUMICRON TECHNOLOGY INC | 0.0% | unch. | 2,162 | $2.5M |
| 26 | GLIBKLiberty Capital Corp/NV | 0.0% | ▼ 77.5% | 114,119 | $2.46M |
| 27 | EQHEquitable Holdings, Inc. | 0.0% | ▼ 0.4% | 40,310 | $1.77M |
| 28 | GPIGROUP 1 AUTOMOTIVE INC | 0.0% | ▲ 21.7% | 4,884 | $1.42M |
| 29 | LADLITHIA MOTORS INC | 0.0% | ▼ 1.8% | 2,933 | $852K |
| 30 | JJACOBS SOLUTIONS INC. | 0.0% | ▼ 0.7% | 6,244 | $786.7K |
| 31 | GLIBALiberty Capital Corp/NV | 0.0% | ▼ 77.9% | 28,162 | $616.7K |
| 32 | NFLXNETFLIX INC | 0.0% | unch. | 8,091 | $577.7K |
| 33 | GMEDGLOBUS MEDICAL INC | 0.0% | unch. | 6,008 | $474.7K |
| 34 | SDHCSmith Douglas Homes Corp. | 0.0% | ▲ 88.2% | 27,275 | $423.9K |
| 35 | CPACopa Holdings, S.A. | 0.0% | unch. | 2,555 | $397.5K |
| 36 | KSPIJoint Stock Co Kaspi.kz | 0.0% | ▼ 3.6% | 3,934 | $340.8K |
| 37 | AXPAMERICAN EXPRESS CO | 0.0% | unch. | 932 | $315.2K |
| 38 | AAPLApple Inc. | 0.0% | unch. | 961 | $278.1K |
| 39 | MSFTMICROSOFT CORP | 0.0% | unch. | 737 | $274.9K |
| 40 | SBGISinclair, Inc. | 0.0% | unch. | 17,959 | $255.9K |
| 41 | DGDOLLAR GENERAL CORP | 0.0% | unch. | 2,188 | $251.9K |
| 42 | FERGFerguson Enterprises Inc. /DE/ | 0.0% | unch. | 1,000 | $237.3K |
| 43 | ATAIAtaiBeckley Inc. | 0.0% | unch. | 42,112 | $221.9K |
| 44 | CHTRCHARTER COMMUNICATIONS, INC. /MO/ | 0.0% | ▼ 99.0% | 1,556 | $221.3K |
| 45 | HGVHilton Grand Vacations Inc. | 0.0% | NEW | 4,189 | $219.4K |
| 46 | SPGIS&P Global Inc. | 0.0% | unch. | 531 | $216.3K |
| 47 | BACBANK OF AMERICA CORP /DE/ | 0.0% | NEW | 3,625 | $206.6K |
| 48 | STLAStellantis N.V. | 0.0% | unch. | 25,075 | $143.9K |
| 49 | RMNIRimini Street, Inc. | 0.0% | ▼ 4.5% | 33,666 | $143.4K |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
Never miss a Ruane Cunniff (Sequoia Fund) 13F.
Get an email when Ruane Cunniff (Sequoia Fund) files its next quarterly 13F with the SEC, including the portfolio's notable changes. Free, no account needed.
Free foreverNo account requiredOne-click unsubscribe
Source: SEC EDGAR Form 13F-HR filings.